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Invesco S&P 500 Equal Weight ETF
RSP

853 hedge funds and large institutions have $9.53B invested in Invesco S&P 500 Equal Weight ETF in 2020 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 297 increasing their positions, 225 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 39

74% more funds holding in top 10

Funds holding in top 10: 53 → 92 (+39)

39% more capital invested

Capital invested by funds: $6.88B → $9.53B (+$2.65B)

32% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 225

23% more funds holding

Funds holding: 692 → 853 (+161)

0.63% less ownership

Funds ownership: 52.91% → 52.28% (-0.63%)

82% less call options, than puts

Call options by funds: $33.1M | Put options by funds: $179M

Holders
853
Holders Change
+161
Holders Change %
+23.27%
% of All Funds
15.09%
Holding in Top 10
92
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+73.58%
% of All Funds
1.63%
New
210
Increased
297
Reduced
225
Closed
39
Calls
$33.1M
Puts
$179M
Net Calls
-$146M
Net Calls Change
-$84M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$256M
2
SEI Investments
SEI Investments
Pennsylvania
+$160M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$143M
4
Wells Fargo
Wells Fargo
California
+$87.1M
5
KeyBank National Association
KeyBank National Association
Ohio
+$78.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$250M
2
UBS Group
UBS Group
Switzerland
-$137M
3
JP Morgan Chase
JP Morgan Chase
New York
-$131M
4
HI
Horizon Investments
North Carolina
-$87.5M
5
CPO
Cerity Partners OCIO
New York
-$64M
Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
201
Segall Bryant & Hamill
Illinois
$4.93M +$36.3K +305 +0.8%
PBT
202
Pictet Bank & Trust
Bahamas
$4.86M -$159K -1,340 -3%
UCFA
203
United Capital Financial Advisors
Texas
$4.83M +$287K +2,414 +7%
BMCM
204
Bryn Mawr Capital Management
Pennsylvania
$4.83M +$1.51M +12,713 +51%
SPC
205
Sigma Planning Corp
Michigan
$4.71M +$208K +1,749 +5%
EWA
206
EP Wealth Advisors
California
$4.68M -$53.6K -451 -1%
HIA
207
Harbor Investment Advisory
Maryland
$4.6M +$470K +3,954 +12%
Fidelity Investments
208
Fidelity Investments
Massachusetts
$4.59M +$1.14M +9,627 +37%
SFG
209
Summit Financial Group
West Virginia
$4.56M -$39.2K -330 -0.9%
RFP
210
Roth Financial Partners
Texas
$4.55M +$4.24M +35,686 New
AWA
211
AmeriServ Wealth Advisors
Pennsylvania
$4.42M +$4.12M +34,620 New
CWA
212
Clarus Wealth Advisors
Arizona
$4.37M +$24.3K +204 +0.6%
Comerica Bank
213
Comerica Bank
Texas
$4.3M +$381K +3,205 +11%
WJWM
214
Williams Jones Wealth Management
New York
$4.28M -$137K -1,155 -3%
FBB
215
Fulton Breakefield Broenniman
Maryland
$4.23M -$696K -5,852 -15%
CAGAS
216
Capital Advisory Group Advisory Services
Minnesota
$4.12M +$765K +6,428 +25%
KIM
217
Karpus Investment Management
New York
$4.12M +$3.84M +32,275 New
HCIA
218
Hochman Cole Investment Advisors
Illinois
$4.08M -$222K -1,866 -6%
BPA
219
Beacon Pointe Advisors
California
$4.08M -$2.22M -18,641 -37%
LC
220
LCNB Corp
Ohio
$4.07M +$1.93M +16,191 +103%
IWM
221
IHT Wealth Management
Illinois
$4.06M +$338K +2,838 +10%
FF
222
FourThought Financial
Florida
$4.04M +$3.77M +31,705 New
CIA
223
Capital Investment Advisors
Georgia
$4.04M +$2.18M +18,363 +138%
FRA
224
Frank Rimerman Advisors
California
$4M +$3.73M +31,394 New
SPIA
225
Steward Partners Investment Advisory
New York
$4M -$498K -4,187 -12%
7 8
9
10 11

RSP Hedge Fund Activity: Q4 2020 in Review

853 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q4 2020, worth a combined $9.53B — up 39% from $6.88B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new RSP positions and 39 closed out — a net gain of 171 holders — while 297 added to existing stakes and 225 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $256M. The largest seller was Goldman Sachs, cutting an estimated $250M.

  • 853 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q4 2020, up from 692 in Q3 2020.
  • Funds reported $9.53B of Invesco S&P 500 Equal Weight ETF stock for Q4 2020, up 39% quarter-over-quarter.
  • 210 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q4 2020 and 39 closed out, a net change of +171 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q4 2020 was Morgan Stanley, an estimated $256M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q4 2020 was Goldman Sachs, an estimated $250M sold.

Based on aggregated 13F filings for Q4 2020.